Playbook: Fill an NDA or SOW from Your Template

Project template walkthrough

This page walks through the built-in Document Analysis & Contract Review project template (document-analysis) — choose it under New Project. File names and values are an illustrative example; AMBA does not give legal advice and never drafts legal terms for you.

Domain: Legal & administration
Target Roles: Office manager, legal counsel, account manager, founder
Deliverable: reports/<Template>_<Counterparty>.docx with every filled field as a tracked change

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1. What AMBA Does — and What It Never Does

AMBA fills the fields of your contract template — party names, addresses, registration numbers, dates, amounts, durations — from the facts you give it. It never rewrites, adds or deletes clauses, and it never invents a value: anything it cannot find in your message or in Sources becomes a question to you.

Every filled field is written as a tracked change (author "AMBA"), so you review and accept each one in Word. Your template in Sources is never changed.

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2. Walkthrough

Step 1: Add the files to Sources

• Mutual_NDA_Template.docx — your NDA, SOW or service-contract template with blanks such as [Company Name], [Date], [●], highlighted fields or Word content controls.
• The facts: a term sheet, a quote, a purchase order, a company profile or an email export.

Step 2: Ask

Fill sources/uploads/Mutual_NDA_Template.docx for our NDA with Beta Trading JSC,
using the details in sources/uploads/Beta_Company_Profile.pdf. Effective date: today.

Step 3: What AMBA does

1. Inspects the template and lists every field to fill.
2. Sources each value from your message or a file in Sources.
3. Asks you for every value it cannot source — for example the governing law or the confidentiality period — and waits for your answers.
4. Fills the copy in reports/ field by field as tracked changes, removing the yellow field highlighting from the filled text.
5. Checks the result: a contract that still contains a blank ([Company Name], [Fill in …], [Date], [●], a content control showing its placeholder) is refused and fixed before the run completes.

Step 4: Read the summary

The answer ends with a table of what was filled:

Field	Value	Source
Counterparty	Beta Trading JSC	Beta_Company_Profile.pdf
Effective date	11 October 2026	your message
Governing law	Vietnam	your answer

Fields you chose to leave open are listed separately.

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3. Review the Tracked Changes in Word

1. Open the filled file (click it in the deliverables list, then open it in Word).
2. Go to Review → Track Changes; each filled field shows as an insertion by "AMBA" with the template text struck through.
3. Use Accept / Reject per change, or Accept All Changes when everything is right.
4. Accepting all changes gives exactly the filled contract — no other text, numbering or formatting was touched.

Your company Word template

For new documents (not contract fills), set Company Word template in the project settings (General tab): new Word files then use its styles, lists, page setup and headers/footers.